AGDCX Mutual Fund

NAV$7.02

AUM$105M

TER1.61%

Holdings1,054

AGDCX Mutual Fund

NAV$7.02

AB High Income Fund Class C

AUM$105M

TER1.61%

Holdings1,054

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Holdings Overlap Analysis

Compare AGDCX holdings with another Mutual Fund to see how much they overlap. This helps identify portfolio duplication.

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Discover Portfolio Overlap

Enter a Mutual Fund symbol above to see how many holdings AGDCX shares with it. Popular comparisons: VFIAX, FXAIX, VTSAX, SWPPX

AGDCX Mutual Fund Overlap Analysis

AGDCX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.

AGDCX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 1054 holdings, AGDCX may share significant positions with broad-market funds.

AGDCX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. AGDCX tax-loss harvesting finds highly correlated but non-identical funds.